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Photonics & Optical Interconnect

Photonics moves data as light rather than as electricity, which is the only practical way to carry the traffic between racks in a large AI cluster. Optical transceivers and co-packaged optics have become a bottleneck of their own.

20 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
126	American Century Companies Kansas City, Missouri	$20.7M	-$294K	3	0.02%	Reduced
127	NGM North Growth Management Vancouver, British Columbia, Canada	$20.6M	+$2.12M	2	5.11%	Increased
128	Weiss Multi-Strategy Advisers New York	$20.4M	-$2.01M	4	0.54%	Reduced
129	South Texas Money Management San Antonio, Texas	$20M	+$18.7M	1	0.85%	New
130	CRCP Copper Rock Capital Partners Boston, Massachusetts	$19.9M	+$1.65M	1	1.47%	Increased
131	Pictet Asset Management (UK) London, United Kingdom	$19.8M	-$2M	1	0.04%	Reduced
132	New York State Common Retirement Fund Albany, New York	$19.8M	+$4.51M	8	0.02%	Increased
133	DnB Asset Management Oslo, Norway	$19.8M	$0	1	0.23%	Maintained
134	RB Rodgers Brothers Harmony, Pennsylvania	$19.1M	-$4.86M	1	5.31%	Reduced
135	GF Greenhouse Funds Baltimore, Maryland	$18.7M	+$3.05M	1	4.05%	Increased
136	ACB Aristotle Capital Boston Boston, Massachusetts	$18.4M	+$776K	2	0.57%	Increased
137	Raymond James & Associates St Petersburg, Florida	$17.5M	-$3.93M	6	0.03%	Reduced
138	Jane Street New York	$16.9M	+$7.62M	7	0.03%	Increased
139	FSCM Front Street Capital Management Missoula, Montana	$16.9M	-$808K	2	4.41%	Reduced
140	First Trust Advisors Wheaton, Illinois	$16.9M	+$4.61M	5	0.03%	Increased
141	LCM Lucha Capital Management San Francisco, California	$16.9M	+$15.8M	1	4.23%	New
142	FG Formula Growth Montreal, Quebec, Canada	$16.7M	+$5.16M	2	2.39%	Increased
143	STRS Ohio Columbus, Ohio	$16.6M	+$4.71M	4	0.07%	Increased
144	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$16.6M	-$13.1M	1	0.46%	Reduced
145	PP Paloma Partners Greenwich, Connecticut	$16.1M	+$12.7M	4	0.27%	Increased
146	MAP Managed Asset Portfolios Rochester, Michigan	$16.1M	+$1.98M	1	3.66%	Increased
147	PP PDT Partners New York	$16.1M	+$1.28M	6	0.95%	Increased
148	Prudential Financial Newark, New Jersey	$16.1M	-$8.46M	6	0.02%	Reduced
149	Zacks Investment Management Chicago, Illinois	$16.1M	+$3.59M	1	0.33%	Increased
150	Loomis, Sayles & Company Boston, Massachusetts	$15.6M	-$5.51M	1	0.03%	Reduced